· 2022–2024 · DOL EFAST2

LIFE BALANCE NORTHWEST LLC — LIFE BALANCE NORTHWEST, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20231012140442NAL0064024210001

LIFE BALANCE NORTHWEST LLC

Form 5500-SF

FILING_RECEIVED

LIFE BALANCE NORTHWEST, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$590K

Net assets (EOY)

$590K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFE BALANCE NORTHWEST LLC.

Plan sponsor

Name

LIFE BALANCE NORTHWEST LLC

EIN

27-1583026

Address

19300 MOLALLA AVE. 2364 · OREGON CITY, OR · 97045

Phone

(503) 344-6211

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

MINDBLOOM, INC 401(K) PLAN

$591K · 33 participants

REGIONAL HEALTH CARE AFFILIATES, INC.

REGIONAL HEALTH CARE AFFILIATES, INC. 401(K) PLAN

$590K · 118 participants

CORESMART, INC.

CORESMART, INC. 401(K) PLAN & TRUST

$589K · 4 participants

KELLIE RINEHART-RICE, LCPC, LTD. DBA MIND BODY CO-OP

KELLIE RINEHART-RICE, LCPC, LTD. DBA MIND BODY CO-OP 401(K) PLAN

$589K · 29 participants

KRANZ PSYCHOLOGICAL SERVICES PLLC

KRANZ PSYCH SERVICES 401(K) PLAN